Investment Q&A

Q: Your opinion?

Q: Hi I currently own CSU, GIB.a and SYZ in IT sector. Recently I have started positions in KXS and DSG. DSG has been acting very well recently and its share price is at 52 week high. KXS appears have settled around $45, after touching a high of $49, few weeks ago. There has also been fairly large buying in KXS, perhaps due to its inclusion in S&P/TSX 60 index. Most analysts are bullish on Kinaxis and believe that its early days for the company with huge growth potential in years to come. After strong quarterly results, analysts hiked their price targets on the stock between $50 to $54. Kinaxis also appears to have huge support from their present customers and high interest noted from prospects in company's recent conference. In your recent comments, you mentioned stock being expensive. I would appreciate your opinion, if both KXS and DSG are strong candidates to add to my present position at current levels. Thanks for your insight.

Q: Looks like Monday is going to be another bad day,law firm Goldberg releases a statement saying they are "investigating" Intertain,don't know what these slimballs are investigating,but the bozos in management better release a more forthcoming statement.First PHM,then GXI,now IT.Starting to cost me a lot of money!!!

Q: Just my simple macro.opinion.Investors must have confidence in co.management,who has attributes like honesty,"put the stakeholders first",delvery &/or overdelivery results,etc.Of course,financial metrics are also important. Investors do not like the excessive executives compensation of IT.When the short attack came,it is SELL,& ask questions later.As we are all awared that this is a nerveous market & a important event like short attack,quarterly results acquistions etc can cause substantial fluctuations either way.Recently there are companies that investors lost no confidence in the management resulting in big drop

Q: I realize the damage is done to the share price but does the company's pretty pathetic rebuttal, so far, lead you to believe there might be some credibility to the short argument? I've read the short report and found it hard to follow but the jist I got was that earnings are being manipulated, management "appears" checkered, sales are slowing and debt is high.

Q: A bit confusing, prior to short seller situation, there
were several buy recommendations with 12 MO $24 tgts,
so outside of short seller manipulation, (I see that failed
on BYD. un), what has really changed?
Thanks

Q: Sorry for another IT question, but in the last one you mention their debt. Can you please provide more information about that and how much risk it represents? The info I have shows 32% debt/cap rate, which doesn't seem too bad.

Thank you.

Michael

Q: Hello Peter,
If I may extend the discussion w.r.t the question on Tucows by Rick yesterday .
The markets are volatile combined with tax loss selling and perhaps retail investors putting fresh money into registered accounts early 2016, there are going to be opportunities. It is also likely quite a few investors would look at the 5i portfolios to make new investments or add to positions. Perhaps you could guide the investor where the opportunities are based on valuations and fundamentals or even just qualitatively.
So here is my suggestion. When you email/post the month end performance report for the 5i portfolios; is it possible to include a column that ranks them on investible attractiveness as of that date? Now I would not be expecting 5i to have done extensive research before providing a rank. It could be a combination of your current existing knowledge, news that you may be aware of or just your opinion; quite similar to the opinion you provide on Market Call, except it would be for the stocks in the 5i portfolios.
It would help me and probably a lot of the subscribers in deciding on where to put fresh money – to start a new position, trim or increase existing ones ; based on our individual portfolios.
Regards

Q: Does this latest short attack present an opportunity? Down 40% in two days. What would the P/E be now? Thanks,

Wes.

Q: Hi Team,
Thank you for the quick reply on my earlier question about IT. I have a follow up please: Do you think this is now a "wait and see" situation for investors? Do you have any guidance on what shareholders should do now?
Best regards,
Michael

Q: Hi Team,
Any idea what happens next with IT? Will it start trading again today? Will the company issue a press release?
Thank you.

Michael

Q: Hello 5i team.
I submitted a question within the past week, and mentioned I was down 10% it is actually over 20% and your stock answer was "it is up 40% in a year". I don't quite understand that statement when my purchase price was $29.00 in June/15.
I cannot really see how this was ever up 40%, and I feel if a stock falls from a high of $32.00 to $21.00 that something has happened within this company. "Just sayin"
Can you advise how oftain you actually reach out to management of the companies that you recommend.
Thanks and really do appreciate your service

Q: In your opinion would this attack still have happened had IT not joined the OTC. It seems odd the attack happens just after IT join the American exchange. Should investors be cautious if other companies plan to do the same move?

Q: There is a new short report posted today:

http://www.sprucepointcap.com/it-the-intertain-group-ltd/

Thoughts on the report?

Q: apparently a short report from spruce point. should we have any concerns ,thanks

Q: Hello team, What happened? It suddenly dropped over 14%!
Thank you.

Q: any reason for the drop.

Q: Nearly 6% pull back today alone. Is this the Shaw purchase? Does this seem a little drastic?

Q: With the US going to allow oil exports for the 1st time in 40 years what will the effect be on oil prices ?

Q: All appears well at People Corp? Is a purchase by a bank or another large Financial the likely outcome for a company such as this?